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investment-fit

Official

AI-driven investment fit for IA portfolios.

Finance & Accounting#investment#portfolio#ai-driven#family-office#atlas-etf#jaguar-lp#accredited-investor
Authorintelligent-alpha
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Guided assessment that helps an investor evaluate whether Intelligent Alpha's products fit their portfolio. Walks through investor profile, current exposures, investment objectives, and constraints, then produces a structured fit evaluation for the Atlas ETF (GPT) and/or Jaguar LP. When the family has completed onboarding, pre-fills from accumulated context (philosophy, portfolio, exposures) so the family doesn't re-answer questions the system already knows.

Core Features & Use Cases

  • Phase-based intake: walks through five phases from investor profile to fit evaluation.
  • Pre-fill from onboarding context: reads philosophy, portfolio, exposures, and people to reduce re-asking questions.
  • Output a structured fit report: compares Atlas ETF (GPT) and Jaguar LP with clear recommendations and caveats.
  • Supports decision-making for accredited status considerations and custody terms.

Quick Start

Run the five-phase investment-fit intake to generate a structured Atlas ETF (GPT) and Jaguar LP fit evaluation.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: investment-fit
Download link: https://github.com/intelligent-alpha/plugins/archive/main.zip#investment-fit

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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